configure the PDF summary template

[Joshua Chen FX]

hi team, what's the best way to configure the PDF summary template?

Signed PDF summaries for closed work orders

- is it better to use document template? Field Service Work Order Summary

- or update the script include? GeneralWOForm

[Maik Skoddow]

Hi @Joshua Chen FX 

your question is too generic to give a serious answer. However, you always should prefer configuration (document template) over customization (modifying OOTB Script Includes) to keep the technical debts and all related problems low.

Maik

[Joshua Chen FX]

i am looking for best practice,

• i couldnt find any documentation in SNDOC related to configuraing the PDF summary.
  
  
• in the ebooks, it says use the script include approach - it does not reference the sm_config to use the document template so wasnt sure if this was a legacy setting

[SalmatO · Accepted solution]

Hi Joshua, not sure if this will answer your question on best practice, some thoughts depending on requirements

1. New implementation - Use Document Template + Flow Designer to generate on Close
2. Need signatures - Pull from sn_fsm_signature table in template
3. Already using GeneralWOForm - OK to extend, but document and plan to migrate to templates
4. Upgrades and future support - Doc Templates are safer and more forward-compatible

[Joshua Chen FX]

@SalmatO  ty salmat, 

the nowlearning need to be updated to refflect this, it's still telling us to use the generalWOform, same as the official SN documentation